China Summit Disappoints: Rated Minus 2 Out of 10

Show from 2026-05-15 Host Jeremy Schwartz and Professor Siegel discuss the market reaction to President Trump’s summit with China, with the Prof calling the outcome a disappointment due to tensions around Taiwan, limited progress on Iran and weaker-than-expected economic deals. Professor Siegel also highlights rising oil prices, higher long bond yields and the resilience of the U.S. economy despite growing geopolitical uncertainty and inflation pressures. (12:39) Jeremy continues with Samuel Rines, Jeff Weniger and Chris Gannatti to discuss rising global bond yields, the impact of Taiwan tensions on markets and the growing influence of AI-related trades across emerging markets and tech sectors. The group also examines opportunities in India, healthcare valuations and the ongoing quantum computing race, while debating whether the recent surge in AI and semiconductor names is becoming stretched. Sam closes by noting the surprising resilience of the U.S. economy and the possibility that stronger growth could justify higher long-term interest rates. WisdomTree: https://www.wisdomtree.com/investments